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Use this if revenue from a service should be assigned to the practice account, rather than the practitioner’s company.

Edit the Service Type:

Select Account Setup in the Accounts menu.

Services setup 1

Open the Service Type tab, and select the service you wish to edit.

Advanced services setup 3

The Payee receives payment for this service.

In their staff details, every practitioner “works for” a business. When the Payee column is blank, the payments for the service are automatically assigned to the practitioner’s business.

If the payment should be made to a different account, use the drop-down list to select that account.

For example, if all fees for a flu vaccination need to be diverted to the Practice Account, you would select Practice Account in the Payee column.